Table of Contents
Get started with configuration and personalization in finance and operations apps
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Related Questions
Question 1
What is the difference between personalization and customization in Dynamics 365 Finance &…
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Question 2
What prerequisites are recommended for learning configuration and personalization?
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Question 3
What is the role of Workspaces in Finance & Operations?
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Question 4
Why is personalization preferred over customization when possible?
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Question 5
Can personalization changes affect all users?
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Question 6
How can form personalization be launched?
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Question 7
What is form personalization, and why is it useful?
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Question 8
What key settings are available in User Options?
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Question 9
How can a user change their default (startup) company?
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Question 10
What is a legal entity, and how can users switch between legal entities?
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Question 11
How can a user add a menu item to Favorites?
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Question 12
What are the main navigation toolbars available in Finance & Operations?
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Question 13
How do users log in to Dynamics 365 Finance & Operations?
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Question 14
Why is configuration and personalization important for Finance & Operations implementations?
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Question 15
From an exam or solution-architect perspective, when should you recommend personalization?
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MCQ Section
MCQ 1
Which isn't an option in the menus?
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MCQ 2
Once you're logged in, is it possible to change which legal entity you are viewing?
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MCQ 3
Which option is available in the user Options form?
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